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Jonathon S Butler

Opulence Planning

Helena, MT

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Current Employers
Opulence Planning

Helena, MT • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-05-17
  • MT RA
    APPROVED
    Since 2023-05-17

Branch Locations

Helena, MT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual East Helena MT 02/2019 01/2022
Northwestern Mutual Helena MT 10/2014 02/2019
Opulence Planning, Llc East Helena, MT 02/2022 Present
  • 02/2019 → 01/2022
    Massmutual
    East Helena, MT
  • 10/2014 → 02/2019
    Northwestern Mutual
    Helena, MT
  • 02/2022 → Present
    Opulence Planning, Llc
    East Helena,, MT
Previous Registrations
Other Businesses

Evergreen Consulting, LLC; Non-Investment related; Business planning & consulting; Owner; This activity takes place outside of trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-19
  • S63 Uniform Securities Agent State Law Examination
    2015-05-19
Designations
Other Names
  • Jonathon S Butler

View on SEC IAPD

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